Client Experience

Goal Setting

What are your priorities? We ask you what matters to create a foundation of who you are and the trajectory of your future. By establishing your goals, we are able to customize the best approach for you, mitigating risk and maximizing returns to give you the results you need to achieve your goals.

Constructing your Portfolio

At The Wilson Financial Group, we design a customized portfolio to meet your requirements. We invest in select, high quality companies to create the foundation of your portfolio, while allocating a small portion for personalized investment flexibility.

Ongoing Full Service Wealth Management

We will continue to monitor and regularly maintain your investments, keeping your objectives and goals as the foundation of our investment strategy. By keeping you at the forefront of our minds, you can put your mind to rest.

Access to Expertise

As a client of The Wilson Financial Group, you have access to the full service component to our services like estate planning, tax planning and insurance. We as your advising team will be the contact point and organizer for you in all other areas of need.

Estate and Multi-Generational Planning

What is your legacy? Our experts in estate planning will provide the guidance you need to preserve your wealth for your family's future. We will work with our estate planning experts to cultivate a plan that ensures the security and well-being of your loved ones while managing the transition of your wealth to the next generation.